Alerts: declined payments, failed recurring gifts and more
The bell shows everything that needs attention — declined payments, recurring problems, past-due commitments, undelivered messages, Zelle to match, approvals and replies.
Who does this: Office staff4 steps
- 1
Open the bell
Click the bell at the top. Unread alerts have a yellow dot.
Every alert, newest first. - 2
Filter
Click "Declined payments", "Recurring problems", "Past-due commitments", "Delivery failures", "Zelle to match", "Needs approval" or "Replies" to see only those.
Show one kind of alert. - 3
Open one
Click the alert text — it takes you to the gift, person or page to fix.
- 4
Clear them
"Mark all as read" when you've gone through them. Older ones: "Show older alerts".
Mark everything read.
Tips
- Choose which alerts also come by email — see "Get alerts by email".
- On your phone, turn on notifications to get them as a buzz.
If something isn't working
"No alerts. Everything's running smoothly."
Nothing needs attention.
A colleague sees alerts you don't.
Alerts follow each login's access — someone who sees only their own results gets only their own alerts.
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